How to enhance a contact's profile with social data and URLs

Learn more about your contacts with the OnePageCRM Enhance feature. All you need is a valid email address to retrieve public social data like social media profiles, and build an enhanced and clearer picture of your customers. 

In this article:
How to enhance a new contact's profile using Add / Edit Contact How to enhance a contact's profile from Contact view

How to enhance a new contact's profile using Add / Edit Contact

1
In your Action Stream, click  +Add Contact.
2
Add contact details including a  valid email address. The Enhance icon will show up if there are publicly-available information → click the Enhance icon.
3
The Enhance feature will search for any publicly-available information such as social data and URLs and automatically populate the contact's fields.
Note: To clear this update, click Undo.

How to enhance a contact's profile from Contact view

1
Open a contact with a valid email address. The  Enhan ce icon will show up if there are publicly-available information → click the  Enhance icon.

2
The Enhance feature will search for any publicly-available information such as social data and URLs and automatically populate the contact's fields.
Note: To clear this update, click Undo.
NOTES
  • To enhance a contact's details, you must have a valid email address for that contact.
  • If the information is not correct an undo option will appear above the contact which will revert the details to their previous state.
    • If you do not select undo, and instead navigate away from the contact then the enhanced information will remain.
  • If you enhance contact information and there is a conflict between existing and new information, the data that already exists in OnePageCRM takes priority.
  • It's not possible to Enhance contacts in bulk or filter contacts that have been enhanced.